See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,049 | $73,004+11.0% | $90,749-10.7% | $68,494+18.3% |
| Participation rate | 35.7% | 70.8%-35.1pp | 75.7%-40.0pp | 67.9%-32.2pp |
| Annual return | -9.17% | -13.81%+4.6pp | -12.16%+3.0pp | -7.84%-1.3pp |
| Employer contribution / active EE | $1,161 | $2,193-47.0% | $2,921-60.2% | $2,596-55.3% |
| Participant deferral / active EE | $2,662 | $3,627-26.6% | $4,564-41.7% | $4,027-33.9% |
| Admin fee / account holder | $55,945 | $5,896+848.9% | $8,445+562.5% | $5,403+935.5% |